Purchases and Sales Made in Q2 2025 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q2 2025. The information is specifically focused on institutions that hold shares of INTERNATIONAL BUSINESS MACHINES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-600- 56.98% |
$133K - $177K
|
453
$117K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-600- 13.04% |
$133K - $177K
|
4K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-603- 29.36% |
$133K - $178K
|
1.45K
$376K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-607- 4.81% |
$134K - $179K
|
12K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-607- 11.31% |
$134K - $179K
|
4.76K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-608- 1.5% |
$134K - $179K
|
40K
$10.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-611- 2.85% |
$135K - $180K
|
20.8K
$5.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-612- 2.03% |
$135K - $180K
|
29.5K
$7.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-620- 3.74% |
$137K - $183K
|
15.9K
$4.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-628- 1.41% |
$139K - $185K
|
44K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-634- 3.45% |
$140K - $187K
|
17.8K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-645- 1.54% |
$143K - $190K
|
41.2K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-654- 3.61% |
$145K - $193K
|
17.4K
$4.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-670- 5.4% |
$148K - $198K
|
11.7K
$3.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-670- 20.18% |
$148K - $198K
|
2.65K
$687K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-670- 0.42% |
$148K - $198K
|
160K
$41.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-670- 34.91% |
$148K - $198K
|
1.25K
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-671- 1.26% |
$148K - $198K
|
52.6K
$13.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-672- 4.8% |
$149K - $198K
|
13.3K
$3.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-672- 12.18% |
$149K - $198K
|
4.85K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-677- 18.35% |
$150K - $200K
|
3.01K
$780K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-679- 8.35% |
$150K - $200K
|
7.46K
$1.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-681- 2.98% |
$151K - $201K
|
22.2K
$5.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-681- 1.61% |
$151K - $201K
|
41.6K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-682- 15.72% |
$151K - $201K
|
3.66K
$947K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-682- 20.96% |
$151K - $201K
|
2.57K
$666K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-690- 1.85% |
$153K - $203K
|
36.6K
$9.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-690- 5.41% |
$153K - $203K
|
12.1K
$3.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-696- 0.93% |
$154K - $205K
|
74.3K
$19.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-698- 7.13% |
$154K - $206K
|
9.1K
$2.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-700- 2.31% |
$155K - $206K
|
29.6K
$7.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 1.41% |
$155K - $206K
|
49K
$12.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-707- 3.0% |
$156K - $208K
|
22.8K
$5.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-708- 2.71% |
$156K - $209K
|
25.4K
$6.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-721- 0.47% |
$159K - $213K
|
153K
$39.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-728- 0.5% |
$161K - $215K
|
145K
$37.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-730- 2.52% |
$161K - $215K
|
28.2K
$7.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-736- 12.53% |
$163K - $217K
|
5.14K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-744- 8.16% |
$164K - $219K
|
8.38K
$2.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-750- 6.15% |
$166K - $221K
|
11.4K
$2.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-765- 8.81% |
$169K - $226K
|
7.92K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
SELL
|
- |
-766- 14.45% |
$169K - $226K
|
4.53K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-771- 1.71% |
$170K - $227K
|
44.3K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-775- 9.87% |
$171K - $228K
|
7.07K
$1.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-779- 5.84% |
$172K - $230K
|
12.6K
$3.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-781- 12.65% |
$173K - $230K
|
5.39K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-782- 1.34% |
$173K - $231K
|
57.5K
$14.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-786- 7.77% |
$174K - $232K
|
9.32K
$2.42M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-801- 5.14% |
$177K - $236K
|
14.8K
$3.83M
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-803- 13.7% |
$177K - $237K
|
5.06K
$1.31M
|